Valued Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 169 shares of VIG stock, worth $30,783. This represents 0.02% of its overall portfolio holdings.

Number of Shares
169
Previous 145 16.55%
Holding current value
$30,783
Previous $29.8 Million 22.85%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
24 Added 16.55%
169 $36.6 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-155 Reduced 51.67%
145 $29.8 Million
Q1 2025

May 01, 2025
BUY
N/A
31 Added 11.52%
300 $58.3 Million
Q4 2024

Jan 22, 2025
BUY
N/A
1 Added 0.37%
269 $52.8 Million
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $27,868 - $27,868
153 Added 133.04%
268 $53.4 Million
Q1 2024

Apr 30, 2024
BUY
$168.47 - $182.98 $19,374 - $21,042
115 New
115 $21.1 Million

Others Institutions Holding VIG

# of Institutions
2,653
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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